Account research & solutioning agent

Gathers public company signals, synthesises an account brief, and drafts a tailored solution narrative plus a first-cut sales deck for the deal team.

Marketing & Sales · Stack: Claude, ChatGPT, Python. Outcome: Pre-meeting prep cut from ~4 hours to 30 mins

Overview

A pre-call agent that researches an account, writes the brief, and drafts a tailored solution narrative and first-cut deck for the deal team.

The problem

Reps spend hours before every meeting gathering company signals and assembling a relevant pitch, and the quality varies by who's prepping.

How it works

• Gathers public signals about the target company.
• Synthesises a structured account brief.
• Drafts a solution narrative tailored to their context.
• Produces a first-cut sales deck for the team to refine.

What it does

• Automated account research
• Structured pre-call brief
• Tailored solution narrative
• First-draft deck generation

Architecture

Python orchestration across the Claude API and ChatGPT for research and drafting.

Results

• Pre-meeting prep cut from ~4 hours to 30 minutes
• Consistent, tailored pitches
• More time in front of customers